Michael Mann,

Mike specializes in developing financial strategies customized to his clients’ needs and aspirations. Whether they are accumulating wealth in the prime of their careers or preparing to enjoy life in retirement, Mike helps his clients achieve their financial goals. Honest and reasonable, Mike has always been drawn to working with people and learning their life stories. He satisfies his fascination with financial markets and their history through his work in the wealth management field. He applies his knowledge to create investment strategies tailored to retail investors.

Mike is a graduate of Rhodes College in Memphis, TN where he earned a Bachelor of Arts in 2001. He began his career as a Financial Advisor at UBS Financial Services where he worked for 12 years. In 2014, Mike joined Raymond James, a firm that helps him cultivate strong relationships with individuals and families. Mike appreciates that Raymond James shares his dedication to providing clients with the service and resources they need to collectively focus on wealth management and planning.

Mike has earned the Private Wealth Advisor designation from Raymond James. This reflects his experience in managing the financial concerns of families, individuals, and organizations of significant wealth, as well as his mastery of methods and resources necessary to support their expansive financial interests. He is also a Certified Wealth Strategist® (CWS®), a designation awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients today. Additionally, he is a Chartered Special Needs Consultant (ChSNC®), which is the only credential designed to prepare financial advisors to help people with special needs. Mike wisely and compassionately guides families through complex financial decisions and benefits systems.

A native New Orleanian, Mike lives in his beloved hometown with his wife, Lawton, and their two sons, William and Haywood. When he is not in the office, Mike enjoys the city’s live music scene, fishing, and spending time with his family. He is also a licensed tour guide for the city of New Orleans and a certified KCBS BBQ competition judge.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individual, families and organizations.

The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.